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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,241 | $153,311-88.8% | $109,313-84.2% | $273,970-93.7% |
| Participation rate | 25.0% | 80.1%-55.1pp | 71.3%-46.3pp | 83.0%-58.0pp |
| Annual return | 3.42% | 29.86%-26.4pp | 22.07%-18.6pp | 41.46%-38.0pp |
| Employer contribution / active EE | $1,051 | $5,619-81.3% | $3,892-73.0% | $4,869-78.4% |
| Participant deferral / active EE | $1,051 | $3,932-73.3% | $3,166-66.8% | $5,287-80.1% |
| Admin fee / account holder | $7,768 | $8,076-3.8% | $5,666+37.1% | $10,132-23.3% |